Bartlett & Co Wealth Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Hold |
3,600
| – | – | ﹤0.01% | 437 |
|
|
2025
Q1 | $195K | Hold |
3,600
| – | – | ﹤0.01% | 448 |
|
|
2024
Q4 | $211K | Hold |
3,600
| – | – | ﹤0.01% | 434 |
|
|
2024
Q3 | $211K | Hold |
3,600
| – | – | ﹤0.01% | 432 |
|
|
2024
Q2 | $194K | Hold |
3,600
| – | – | ﹤0.01% | 437 |
|
|
2024
Q1 | $202K | Hold |
3,600
| – | – | ﹤0.01% | 448 |
|
|
2023
Q4 | $195K | Hold |
3,600
| – | – | ﹤0.01% | 474 |
|
|
2023
Q3 | $170K | Hold |
3,600
| – | – | ﹤0.01% | 467 |
|
|
2023
Q2 | $179K | Hold |
3,600
| – | – | ﹤0.01% | 469 |
|
|
2023
Q1 | $171K | Hold |
3,600
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $164K | Hold |
3,600
| – | – | ﹤0.01% | 409 |
|
|
2022
Q3 | $154K | Hold |
3,600
| – | – | ﹤0.01% | 405 |
|
|
2022
Q2 | $159K | Hold |
3,600
| – | – | ﹤0.01% | 400 |
|
|
2022
Q1 | $193K | Hold |
3,600
| – | – | ﹤0.01% | 392 |
|
|
2021
Q4 | $206K | Hold |
3,600
| – | – | ﹤0.01% | 393 |
|
|
2021
Q3 | $202K | Hold |
3,600
| – | – | ﹤0.01% | 333 |
|
|
2021
Q2 | $211K | Hold |
3,600
| – | – | ﹤0.01% | 326 |
|
|
2021
Q1 | $206K | Hold |
3,600
| – | – | ﹤0.01% | 329 |
|
|
2020
Q4 | $178K | Hold |
3,600
| – | – | ﹤0.01% | 339 |
|
|
2020
Q3 | $141K | Hold |
3,600
| – | – | ﹤0.01% | 342 |
|
|
2020
Q2 | $136K | Buy |
+3,600
| New | +$136K | ﹤0.01% | 352 |
|